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New Portfolio - New Portfolio
Lisa Cassidy
New PortfolioIndividual Investor
Ranked #433,659 out of 789,703 TipRanks' Investors
Success Rate
470 out of 1241
profitable transactions
profitable transactions
Average Return
0.13%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 9.64%
6-Month Return▲ 13.68%
12-Month Return▲ 12.54%
YTD Return▼ 22.57%
Total Return▼ 34.44%
Best Trade
Bio
I am retired and I enjoy watching the stock markets, I'm still trying to learn when to buy and sell or hold
Performance
26.01%0-26.01%
▲ 8.13%
▲ 1.21%
▲ 6.49%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 13.04%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.92%
Sep 2024
▲ 10.01%
▼ 0.89%
▲ 8.67%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 18.94%
Nov 2024
▲ 5.96%
▼ 2.41%
▲ 4.20%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 1.23%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 24.10%
Feb 2025
▲ 8.13%▲ 1.21%▲ 6.49%
▼ 13.14%▲ 2.34%▼ 13.04%
▲ 2.93%▲ 2.10%▲ 4.92%
▲ 10.01%▼ 0.89%▲ 8.67%
▲ 26.01%▲ 5.96%▲ 18.94%
▲ 5.96%▼ 2.41%▲ 4.20%
▲ 5.25%▲ 2.69%▲ 1.23%
▼ 12.86%▼ 1.27%▼ 24.10%
Recent Activity
YieldMax TSLA Option Income Strategy ETF
1.42%
▲ 3.97%
25
Buy
Feb 28, 2025
Fastly
―
▼ 23.28%
7
Close
Feb 28, 2025
Coherent Corp
―
▼ 20.72%
2
Close
Feb 28, 2025
HIVE Digital Technologies
0.22%
▼ 26.96%
10
Sell
Feb 27, 2025
D-Wave Quantum
0.38%
▲ 352.81%
11
Sell
Feb 27, 2025
Pegasystems
1.73%
▼ 10.02%
3
Buy
Feb 27, 2025
Proto Labs
―
▼ 4.87%
2
Close
Feb 27, 2025
Nano Nuclear Energy Inc.
0.76%
▲ 6.25%
2
Buy
Feb 27, 2025
Grayscale Bitcoin
―
▲ 70.81%
4
Close
Feb 26, 2025
Red Cat Holdings
―
▼ 41.69%
7
Close
Feb 25, 2025
Palantir Technologies
1.87%
▲ 412.92%
13
Buy
Feb 25, 2025
Hims & Hers Health
―
▲ 159.35%
8
Close
Feb 25, 2025
IonQ
―
▼ 5.28%
10
Close
Feb 25, 2025
KT
0.45%
▲ 2.68%
3
Buy
Feb 25, 2025
Peabody Energy Comm
0.52%
▼ 28.83%
6
Buy
Feb 25, 2025
nVent Electric
―
▼ 12.48%
4
Close
Feb 25, 2025
PROCEPT BioRobotics
―
▼ 5.31%
2
Close
Feb 25, 2025
Recursion Pharmaceuticals
―
▼ 17.89%
3
Close
Feb 25, 2025
Baker Hughes Company
0.82%
▲ 34.14%
7
Buy
Feb 23, 2025
Draganfly
0.24%
▼ 29.23%
11
Buy
Feb 21, 2025